Gradient Investments’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Gradient Investments’s Portfolio PIV Stock Details PIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,450	Closed	-$43K	–	1216
2018 Q1	$43K	Hold	1,450	–	–	﹤0.01%	364
2017 Q4	$44K	Buy	+1,450	New	+$44K	﹤0.01%	368

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Gradient Investments's PIV Position: Q2 2018 in Review

Gradient Investments sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 1,450 shares — an estimated $43K sold.

Gradient Investments first reported a position in PIV in Q4 2017 and held it in 2 quarters. The position peaked at $44K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Gradient Investments reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
Gradient Investments sold 1,450 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $43K.
Gradient Investments first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2017 and held it in 2 quarters.
Gradient Investments's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $44K in Q4 2017.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Gradient Investments's 13F filing for Q2 2018, filed 9 Aug 2018.